Estate Planning
The Importance of Estate Planning in 2021: Part 3-Leaving a Legacy
Striving for Peace in Uncertain Times We have attended many industry seminars and conferences and we always enjoy a good motivational speaker. One that really sticks with us is Dr. Jerry Linenger, a retired U.S. Navy flight surgeon and NASA astronaut, because it really confirms…
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The Importance of Estate Planning in 2021: Part 2-Wills and Trusts
Striving for Peace in Uncertain Times We are living in uncertain times: the pandemic, a new administration and congress, with many parts of the economy struggling. There is a tone of worry and stress as many are attempting to register for a vaccine. We are…
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The Importance of Estate Planning in 2021: Part 1-Living Issues
Striving for Peace in Uncertain Times We are living in uncertain times. Currently, we are approaching the one-year anniversary of the COVID-19 pandemic’s introduction to the US. Many of us know a friend or family member who has become sick with the virus or possibly…
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Estate and Death Taxes Proposal, More People Affected
The new administration has made their tax priorities clear. They would like to return taxes to the prior levels. One of the most significant changes could affect the tax at transfer of the assets to heirs at death. With the administration’s party now controlling both…
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Planning to Retire Within Five Years? Retirement Planning Questions You Should Consider Now
If you’re planning to retire within five years, you might be getting restless thinking about whether or not you’re financially ready. While five years isn’t long to finalize retirement planning, you can probably look forward to decades of retirement and, just as you would consult…
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6 Little-Known Facts About FERS Retirement
More than a Three-Legged Stool Most Federal Employees are familiar with the of the FERS retirement program—the basic annuity, TSP investments, and Social Security. But there’s more to the FERS retirement system than these basic components. We’ve gathered 6 little-known FERS retirement facts to spark…
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